Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
2.56M
+ 8.85%
$94.31 - $157.99 $241M - $404M
31.4M $4.97B
MSFT
Microsoft Corp

Technology
575K
+ 6.86%
$354.56 - $497.45 $204M - $286M
8.96M $4.46B
QQQ
Invesco Qqq Trust, Series 1

ETFs
608K
+ 6.37%
$416.06 - $551.64 $253M - $335M
10.2M $5.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
582K
+ 6.43%
$496.48 - $617.85 $289M - $360M
9.63M $5.95B
SPYG
Spdr Portfolio

ETFs
1.79M
+ 4.96%
$71.83 - $95.32 $128M - $170M
37.9M $3.61B
AMZN
Amazon Com Inc

Consumer Cyclical
1.45M
+ 10.8%
$167.32 - $223.3 $242M - $323M
14.9M $3.26B
AVGO
Broadcom Inc.

Technology
408K
+ 7.67%
$146.29 - $275.65 $59.7M - $113M
5.73M $1.58B
CGDV
Capital Group Divid Value ETF

ETFs
13.4M
+ 45.53%
$31.93 - $39.49 $428M - $529M
42.9M $1.69B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
445K
+ 7.84%
$456.74 - $568.03 $203M - $252M
6.12M $3.47B
META
Meta Platforms, Inc.

Communication Services
225K
+ 9.29%
$484.66 - $738.09 $109M - $166M
2.65M $1.96B
EFV
Msci Eafe Value ETF

ETFs
7.65M
+ 50.78%
$52.4 - $64.65 $401M - $494M
22.7M $1.44B
VTI
Vanguard Total Stock Market Et

ETFs
520K
+ 4.0%
$243.75 - $303.93 $127M - $158M
13.5M $4.11B
VUG
Vanguard Growth ETF

ETFs
372K
+ 7.49%
$329.49 - $438.4 $122M - $163M
5.34M $2.34B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.77M
+ 6.61%
$58.41 - $72.69 $162M - $202M
44.7M $3.25B
IEMG
Ishares Inc

ETFs
8.45M
+ 24.54%
N/A
42.9M $2.3B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.28M
+ 7.03%
$152.42 - $182.82 $195M - $234M
19.5M $3.56B
CGGR
Capital Group Growth ETF Shs C

ETFs
7.21M
+ 31.57%
$30.53 - $40.65 $220M - $293M
30M $1.22B
IEFA
Ishares Tr

ETFs
1.72M
+ 4.76%
$67.83 - $84.09 $117M - $145M
37.9M $3.17B
NFLX
Netflix Inc

Communication Services
97.8K
+ 14.39%
$855.86 - $1339.13 $83.7M - $131M
777K $1.04B
XLK
Technology Sector Spdr

ETFs
188K
+ 2.55%
$179.73 - $253.23 $33.8M - $47.7M
7.58M $1.92B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
565K
+ 4.32%
$113.67 - $150.4 $64.2M - $84.9M
13.6M $2.05B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.88M
+ 13.72%
$43.53 - $54.46 $169M - $211M
32.2M $1.75B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7.07M
+ 687.78%
$50.09 - $51.09 $354M - $361M
8.1M $414M
JPM
Jpmorgan Chase & CO

Financial Services
408K
+ 9.3%
$210.28 - $289.91 $85.8M - $118M
4.8M $1.39B
PLTR
Palantir Technologies Inc.

Technology
650K
+ 15.27%
$74.01 - $144.25 $48.1M - $93.8M
4.91M $669M
IWF
Ishares Russell 1000 Gr ETF

ETFs
209K
+ 6.38%
$320.42 - $424.58 $67.1M - $88.9M
3.49M $1.48B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.76M
+ 49.25%
$82.32 - $112.47 $145M - $198M
5.34M $601M
GOOGL
Alphabet Inc.

Communication Services
651K
+ 9.2%
$144.7 - $178.6 $94.2M - $116M
7.73M $1.36B
TSLA
Tesla, Inc.

Consumer Cyclical
323K
+ 11.76%
$221.86 - $362.89 $71.8M - $117M
3.07M $977M
RDVY
First Trust Rising Dividend Ac

ETFs
2.21M
+ 9.32%
$51.6 - $62.74 $114M - $139M
25.9M $1.62B
OEF
Ishares S&P 100 ETF

ETFs
880K
+ 48.92%
N/A
2.68M $713M
VEA
Vanguard Ftse Developed Market

ETFs
1.08M
+ 4.0%
$45.65 - $57.01 $49.3M - $61.5M
28.1M $1.6B
IVE
Ishares S&P 500 Value ETF

ETFs
935K
+ 13.4%
$168.34 - $195.42 $157M - $183M
7.91M $1.55B
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.25M
+ 13.2%
$22.27 - $29.21 $72.3M - $94.9M
27.9M $814M
IYW
Ishares Dj Us Tech ETF

ETFs
80.3K
+ 1.5%
$122.57 - $173.27 $9.84M - $13.9M
5.42M $938M
ORCL
Oracle Corp

Technology
133K
+ 6.63%
$122.82 - $218.63 $16.3M - $29.1M
2.14M $468M
VONG
Vanguard Russell 1000 Growth E

ETFs
704K
+ 10.67%
$82.51 - $109.2 $58.1M - $76.9M
7.31M $798M
GOOG
Alphabet Inc.

Communication Services
390K
+ 7.35%
$146.58 - $180.01 $57.2M - $70.3M
5.7M $1.01B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
5.93M
+ 15.5%
$28.21 - $28.85 $167M - $171M
44.2M $1.27B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.35M
+ 5.49%
$45.11 - $52.34 $106M - $123M
45.1M $2.36B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
166K
+ 8.7%
$179.95 - $278.88 $29.8M - $46.2M
2.07M $577M
XLC
Select Sector Spdr Tr Communic

ETFs
923K
+ 16.74%
$86.13 - $108.53 $79.5M - $100M
6.44M $699M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.73M
+ 32.25%
$97.29 - $105.63 $168M - $183M
7.09M $721M
GLD
Spdr Gold Trust

ETFs
322K
+ 8.23%
$273.71 - $316.29 $88.1M - $102M
4.23M $1.29B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
342K
+ 17.45%
$180.84 - $240.32 $61.8M - $82.2M
2.3M $553M
DGRO
Ishares Core Dividend Growth E

ETFs
1.91M
+ 12.17%
$55.22 - $63.94 $105M - $122M
17.6M $1.13B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.26M
+ 20.81%
$45.88 - $54.4 $104M - $123M
13.1M $713M
IWM
Ishares Russell 2000 ETF

ETFs
156K
+ 2.26%
$174.82 - $215.79 $27.3M - $33.7M
7.05M $1.52B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
868K
+ 3.46%
$51.16 - $62.02 $44.4M - $53.8M
26M $1.61B
Activity Summary
Buys All Purchases 3732 New Holdings 336 Increased Positions 3396 Sells All Sells 1558 Reductions 1558 Sold out 0 Options Calls 60 Puts 85
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